A Planning Approach focused on your goals
We believe success is measured by how you are progressing toward the important goals in your life rather than against an arbitrary benchmark, such as the S&P 500 stock index. It’s a goals-based planning approach designed to give you the confidence to stay on track rather than overreacting to the inevitable fluctuations of the market. Instead, you can remain disciplined and focused on the goals in front of you and the steady path forward.
We also take a holistic approach that encompasses all aspects of your financial life and both sides of your balance sheet while considering important matters, such as lending, tax and estate planning, insurance needs, philanthropy wishes, corporate benefits planning and business exit strategies.
It all begins by customizing a financial plan specifically for you, your family and the future you envision. Here is how we’ll go about it:
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We’ll build an understanding of what’s important to you and why – and where you want to go in life. Essentially, your goals become ours and inspire us to help you get there.
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We’ll personalize a financial plan just for you and create a framework for making collaborative decisions – applying not only our own insight but also those of your tax and legal advisors as well.
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Once we know you’re comfortable with your plan and understand how it works, we’ll implement it, select the specific investments and handle all the paperwork.
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We’ll look out for you by reviewing the progress of your plan relative to your defined objectives and suggest any changes where needed.
The S&P 500 is an unmanaged index of 500 widely held stocks. An investment cannot be made directly in the index. Raymond James does not provide tax or legal services. Please discuss these matters with the appropriate professional.